We help finance teams build connected planning, reporting, data, and automation across Workday Financials, Workday Adaptive Planning, and modern EPM systems.
Our services cover planning model design, reporting, integrations, data architecture, automation, and AI — all delivered through a single, unified approach.
Planning & Forecasting (Workday Adaptive + EPM)
We build fast, scalable, driver-based planning models that connect finance, workforce, sales, and operations.
What We Deliver
• Revenue, bookings, pipeline, and sales planning
• Workforce planning & SWP (FTE, hiring, comp, benefits)
• OpEx & cost center planning
• CapEx, project, and operational planning
• Balance sheet & cash flow forecasting
• Scenario planning & rolling forecasts
• Actuals → plan automation from Workday Financials
• Model rebuilds for speed, simplicity, and accuracy
Outcome
Faster cycles, clean logic, and planning models that scale without complexity.
Workday Financials Consulting
We help clients design, optimize, and enhance Workday Financials for reporting, planning, and operational efficiency.
What We Deliver
• Financial accounting structure design (COA, hierarchies, dimensions)
• Workday Financial Reporting (Composite, Advanced, Matrix, Worksheets)
• Report optimization and dashboard design
• Accounting Center & Prism data modeling
• Financial integrations (actuals, journals, metadata)
• Close-process improvements and automation
• Data validation, reconciliations, and mapping checks
Outcome
Clean financial structures, accurate reporting, and a system that feeds planning without errors.
Reporting, Dashboards & Analytics (Workday, Prism, BI)
We design reporting layers that deliver real insight — not noise.
What We Deliver
• Workday reports (Advanced, Composite, Matrix)
• Workday dashboards & Worksheets
• Prism datasets & analytics
• Adaptive Planning dashboards and reports
• Power BI / Tableau FP&A dashboards
• Automated KPI packs and variance analysis
• ESG + compliance reporting frameworks
• Unified reporting architecture across ERP → EPM → BI
Outcome
Clear, trusted reporting that matches across systems.
Integrations & Data Architecture (ERP → EPM → BI → AI)
We build integrations and data pipelines that make numbers consistent across planning, reporting, and analytics.
What We Deliver
• Workday → Adaptive → BI data pipelines
• ETL design using RaaS, EIBs, Studio, APIs
• Automated data ingestion and transformations
• Dimensional mapping & metadata alignment
• Snowflake / BigQuery readiness for finance
• Reconciliation logic and exception handling
• Audit-ready data flow documentation
Outcome
No mismatches, no broken integrations, and clean data for FP&A and reporting.
Finance Automation & RPA
We automate repetitive tasks to reduce manual effort and speed up cycles.
What We Deliver
• Month-end close automation
• Automated reconciliations and validations
• Workflow automation (RPA, APIs, scripts)
• Automated reporting distribution
• Data transformation pipelines
• Journal preparation & allocation automation
Outcome
Less manual work, fewer errors, faster month-end and planning cycles.
AI-Enabled FP&A & Predictive Planning
We bring practical AI to forecasting, scenario modeling, and anomaly detection.
What We Deliver
• Predictive forecasting (Python + cloud)
• AI-driven scenarios
• Anomaly detection for actuals
• FP&A automation with ML
• AI use-case design for finance
• MLOps readiness for budgeting cycles
Outcome
Smarter, more responsive planning with automated insights.
Finance Data Governance & Architecture
We help clients build strong foundations — COA, metadata, dimensions, mappings, and governance.
What We Deliver
• COA & dimensional design
• Metadata structures & hierarchy governance
• Mapping frameworks across ERP/EPM/BI
• Master data strategy for FP&A
• Data quality checks & validation logic
• Finance data dictionary creation
Outcome
Governed, stable structures that make reporting consistent.
Frameworks, Templates & Accelerators
We deliver reusable assets to speed up implementation and support.
Assets We Provide
• Forecasting model templates
• Workforce planning starter pack
• Reporting packs (KPI, MBR/QBR templates)
• Finance data health check
• Integration pattern library
• Metadata & COA governance toolkit
• Reconciliation automation scripts
• AI use-case library for FP&A
Outcome
Faster delivery, repeatable quality, and long-term scalability.
Let’s Build Finance Systems That Think Together
Workday + Adaptive + EPM + Data + AI — unified into one architecture.